- T. Rowe Price (Baltimore, MD)
- …Quantitative Investments and Research Group. The Desk Quant works closely with Portfolio Managers in quantitative model development, design of optimal trading ... investment analysis related to the strategies. PRIMARY ACCOUNTABILITIES: Investment Analysis and Research: Analyze portfolio exposures, communicate with… more
- PennyMac (Westlake Village, CA)
- …and optimization of credit-sensitive mortgage -backed securities and loans within our investment portfolio . As the **FVP Portfolio Investments** , you ... and high-performance culture + Lead the strategic management of credit-sensitive mortgage -backed securities and loans, including asset selection, portfolio … more
- JPMorgan Chase (Jersey City, NJ)
- … Office Treasury and Corporate Risk also oversees the risk of the retained portfolio generated from the Chief Investment Office, Treasury and Corporate Chief ... As a Risk Management Chief Investment Office Treasury and Corporate - Corporate Client...limits and approved strategies. + Perform deep-dives on relevant mortgage topics to support independent risk analysis. + Participate… more
- BlackRock (New York, NY)
- …return profiles. Incorporating the expertise of BlackRock's sector specialists, each client portfolio is tailored to reflect specific investment guidelines and ... preeminent asset management firms and a best-in-class provider of global investment management, risk management and advisory services to institutional, intermediary… more
- TD Bank (Marlton, NJ)
- …Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to ... will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, analytical and… more
- Truist (Atlanta, GA)
- …the Sports & Entertainment industry. Assesses and advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent, ... the needs-based solution delivery and integration of a broad range of investment , credit, and banking products and services (financial planning, portfolio … more
- TD Bank (Melville, NY)
- …Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve ... Manager II is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management,… more
- Truist (Charlotte, NC)
- …designated to support client service and business development efforts (eg credit, mortgage , planning, investment , trust and fiduciary services, and insurance ... referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect… more
- Truist (Dallas, TX)
- …designated to support client service and business development efforts (eg credit, mortgage , planning, investment , trust and fiduciary services, and insurance ... referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect… more
- JPMorgan Chase (New York, NY)
- … Office, Treasury and Corporate (CTC) Risk manages the risk of the retained portfolio generated from the Chief Investment Office (CIO), Global Treasury, and ... all levels and regions with commensurate exposure to senior portfolio managers in an area of the Firm that..."other" Corporate businesses (Firm-wide Pension Plan, Insurance programs, and Mortgage Servicing Rights). The Chief Investment Office… more
- JPMorgan Chase (New York, NY)
- …as well as a leader in financial engineering, data analytics, statistical modeling and portfolio management. As a global team, QR partners with a diverse set of ... interaction, product innovation, valuation and risk management, inventory and portfolio optimization, electronic trading and market making, and appropriate financial… more
- BlackRock (Atlanta, GA)
- **About this role** **About this Role** At the heart of BlackRock, the largest investment management firm in the world, is the Aladdin Product team. Being a member ... financial markets. We build next-generation technology that changes the way global investment firms manage their investments. Sitting at the intersection of business… more
- TD Bank (Cherry Hill, NJ)
- …of key assumptions and model usage, hedging effectiveness and strategies, investment portfolio , and non-trading market risk framework and policy + Monitors ... and liquidity risk, including the oversight of the Bank's investment portfolio . Act as a subject matter...risk, including models and key assumptions for both retail ( mortgage ) and wholesale banking and investment products… more
- BMO Financial Group (Santa Rosa, CA)
- …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...to resolve strategic issues. + Acts as a role model for colleagues and supports branch leadership activities. +… more
- Bank of America (Pittsburgh, PA)
- …any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% ... activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an… more
- Bank of America (Amarillo, TX)
- …They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role ... specific goals, metrics and behavior's related to the execution of the EGP model . This position is subject to SAFE Act registration requirements. The **Elite Growth… more
- Bank of America (Atlanta, GA)
- …They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role ... specific goals, metrics and behavior's related to the execution of the EGP model . This position is subject to SAFE Act registration requirements. The **Elite Growth… more
- US Bank (Bloomington, IL)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build ... to help meet regulatory requirements. This position requires National Mortgage Licensing System (NMLS) registration under the terms of...preferred) - Five or more years of banking and investment industry experience - Series 7, Series 63 and… more
- JPMorgan Chase (New York, NY)
- …flow and valuation + Model various financial assumptions to select the best mortgage product for the client + Set expectations with the client and review process ... real estate firm or other area of financial services ( Investment Management, Commercial Banking, Business Banking or Insurance) +...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Bank of America (Dearborn, MI)
- …activities and developing, implementing, and monitoring the team's client service model . Job expectations include assisting with client meetings related to ... investment strategy, account performance, new products, and market developments...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more